When the meeting status is "Published Agenda" you can start taking Minutes.  

At the top of the Meeting page, click on "Take Minutes". 

A prompt will come up -click on the big green Take Minutes button

The Meeting status is now updated to "Draft Minutes" and the Draft Minutes page opens. 

When in the Draft Minutes stage, minutes can be added against each Agenda Item. 1.

  1. Select an Agenda Item

  2. Add Minutes to each agenda item

  3. Add Documents

Minutes taken for an agenda item appear on the left hand side marked with a "M" followed by the number of minute items. * *

  • Attachments are noted as a paperclip with the number attached afterwards.

If you have accidentally updated the Meeting status or need to make amendments to a meeting, you can roll it back to the various stages provided the meeting has not been confirmed. See Rolling back from Draft Minutes to the Published Agenda for more information.

You can now choose to hide or show presenters and time allocated on the Agenda Item card in the Minute stage

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